BM
Brock M. Mckinley
ENCOMPASS MORE ASSET MANAGEMENT LLC
HENDERSON, NV
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CRD#: 6753438
BM
Professional summary
Brock Michael Mckinley is a registered financial advisor currently at ENCOMPASS MORE ASSET MANAGEMENT LLC located in Henderson, Nevada.
Brock is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Brock has worked at 3 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) PERA Administrators; Not investment-related; 2485 Village View Dr. #190, Henderson, NV 89074; Third-part administrator for Non-ERISA retirement plans; President & CEO; Started 09/2020; 20 hours per week during market hours; I run and direct day to day vision and operations of the company. 2) Encompass More Group, Inc; Investment-related; Henderson, NV; Distribution management; Partner; Chairman; 06/2021; 1 hour per month; 1 per month during market hours; Monthly board meetings<br/> 3) Brock McKinley, LLC; Not investment-related; 1062 San Andreas St., Henderson, NV 89002; Entity for my consulting fees to be paid to; Owner; Started 11/2018; 15-20 hours per week during market hours. 4) Two Studs, LLC; Not investment-related; 2200 Paseo Verde Pkwy. #290, Henderson, NV 89052; Entity for marketing fees to be paid to from PERA Appointments and any other non-investment related revenue generated by myself; Owner; Started 05/2020; 0 hours per month; 0 per month during market hours; 5) Appreciation Insurance and Financial Services, 2485 Village View Dr #190, Henderson NV 89074, Independent Consultant, Not investment-related, Started 07/2018, Life Insurance and Annuity agency. I'm an independent consultant to the CEO of Appreciation. 15-20hrs/week. 6) PERA, LLC dba. PERA Appointments, 2485 Village View Dr #190, Henderson NV 89074, Manager, Started 01/2022, PERA Appointments is a marketing company who generates leads/appointments for insurance agents. Not an investment related company. 10hrs/week, I help manage the operational processes and help recruit agencies and agents to purchase the appointments.
CRS (Client Relationship Summary) - RIA
Click below to view Brock Michael Mckinley's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
September 22, 2022 - Present
ENCOMPASS MORE ASSET MANAGEMENT LLC
RIA
CRD#: 322382
HENDERSON, NV
Past
July 25, 2018 - November 2, 2018
ENCOMPASS MORE LLC
RIA
CRD#: 288260
OAKDALE, CA
Past
November 17, 2017 - December 1, 2022
VERITY ASSET MANAGEMENT
RIA
CRD#: 158667
HENDERSON, NV
Past
July 13, 2017 - November 16, 2017
ENCOMPASS MORE LLC
RIA
CRD#: 288260
OAKDALE, CA
Past
February 3, 2017 - July 14, 2017
VERITY ASSET MANAGEMENT
RIA
CRD#: 158667
Oakdale, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
EM
ENCOMPASS MORE ASSET MANAGEMENT LLC
AJM FINANCIAL | TDC FINANCIAL | SKYLINE FINANCIAL PARTNERS | RIVERS WEALTH MANAGEMENT - FL | GOVERNMENT AND CIVIL EMPLOYEE SERVICES (GCES) | ENCOMPASS MORE ASSET MANAGEMENT LLC | DUCHARME WEALTH MANAGEMENT | BOYCE WEALTH MANAGEMENT | ALTO FINANCIAL GROUP
CRD#: 322382 / SEC#: 801-126102
RIA
Registered Investment Advisory firm - (7/14/2022 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Nevada(9/22/2022)
Current Firm
EM
ENCOMPASS MORE ASSET MANAGEMENT LLC
AJM FINANCIAL | TDC FINANCIAL | SKYLINE FINANCIAL PARTNERS | RIVERS WEALTH MANAGEMENT - FL | GOVERNMENT AND CIVIL EMPLOYEE SERVICES (GCES) | ENCOMPASS MORE ASSET MANAGEMENT LLC | DUCHARME WEALTH MANAGEMENT | BOYCE WEALTH MANAGEMENT | ALTO FINANCIAL GROUP
CRD#: 322382 / SEC#: 801-126102
RIA
Registered Investment Advisory firm - (7/14/2022 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
390 Diablo Rd Suite 100, Danville, CA 94526
Mailing Address
Phone number
(925) 272-8850
Established
Firm type
Fiscal year end
# of Employees
92
SEC notice filing (47 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 4,025 |
| AUM (Assets Under Management) | $ 581,910,000 |
Red Flags
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